Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
Trump’s Plan Aims to Repeal Estate Tax, AMT
By Melanie Waddell, Danielle AndrusTrump needs to iron out some details of his tax plan with House GOPs plan; with size being the obvious difference, says Tax Foundation.
October 25, 2016
Schwab’s Bernie Clark Urges Advisors to Evolve; Unveils Robo-Advisor UpgradesSince wirehouses want to look like you, head of Schwab custody unit urges advisors to evolve to meet client needs.
October 21, 2016
4 Ways to Limit Taxes on Retirement WithdrawalsVanguard investment strategest Colleen Jaconetti talks about the most tax-efficient ways to sequence withdrawals from retirement accounts.
October 21, 2016
Schwab, Fidelity Having Banner Year for Charitable GivingThe donor-advised funds of Schwab and Fidelity report big increases in deployments through the third quarter.
October 18, 2016
‘Huge’ Wealth Transfer in Sight: UBS, PwC ReportIn the U.S. alone, about $1.1 trillion will transfer to the next generation over a period of 20 years, the report estimates.
October 15, 2016
Charitable giving with life insurance: 4 fall planning ideasWith asset values rising for some clients, charitable planning may be back as an attractive opportunity in 2016.
October 15, 2016
Charitable giving with life insurance: 4 fall planning ideasWith asset values rising for some clients, charitable planning may be back as an attractive opportunity in 2016.
October 12, 2016
9 Key Things Next President Should Do to Fix Economy: BrookingsAlthough the economy hasnt always been the focus of this campaign, it will be among the most important challenges for the next president.